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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
221 East Walnut, Suite 135, Pasadena, CA 91101 • United States
221 East Walnut, Suite 135, Pasadena, CA 91101 • United States
23201 Lake Center Dr Ste 300, Lake Forest, CA 92630 • United States
23201 Lake Center Dr Ste 300, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Newport Beach | CA | 02/1996 | 06/2024 |
| Haussmann Financial, Inc. | Newport Beach | CA | 11/2003 | Present |
| Jason Simard - Insurance Agent | Newport Beach | CA | 05/2000 | Present |
| Osaic Wealth, Inc. | Lake Forest | CA | 06/2024 | 02/2025 |
| Lpl Financial | Lake Forest | CA | 02/2025 | Present |
1 - 01/2025 - Haussmann Financial Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 5 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
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